See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,359 | $209,411-86.0% | $178,490-83.6% | $158,922-81.5% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 127.05% | 188.75%-61.7pp | 151.07%-24.0pp | 302.83%-175.8pp |
| Employer contribution / active EE | $3,480 | $5,706-39.0% | $5,011-30.5% | $4,761-26.9% |
| Participant deferral / active EE | $2,612 | $5,954-56.1% | $5,202-49.8% | $5,982-56.3% |
| Admin fee / account holder | $80 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |